Joseph Codrick is a financial advisor with Chapel Hill Investment Analysts Inc in Greensburg, PA, holding a Series 63 designation and 24 years of industry experience. He has been with Chapel Hill Investment Analysts and Trustmark Financial Group, Inc. since 2000. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, and related services. The firm employs a core-portfolio approach emphasizing diversified allocations to ETFs and mutual funds, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

James Lange is the principal of Lange Financial Group, LLC in Pittsburgh, PA, with 24 years of experience in financial advising. He also owns and supervises three affiliated businesses: a CPA firm, a law office, and a life and health insurance firm. Lange Financial Group serves individuals, trusts, estates, and charitable organizations by providing comprehensive financial planning and consulting, including tax-related planning. The firm coordinates implementation through independent investment managers and offers educational programming such as newsletters and seminars.

Kurtis Savage is a financial advisor at MacDougall Financial Counseling with 13 years of industry experience. He holds a Series 65 license and has been with MacDougall Financial Counseling since 2010. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management for individual clients, trusts, charities, and organizations, serving both non-high-net-worth and high-net-worth households. The firm emphasizes portfolios constructed with no-load mutual funds and ETFs, focusing on diversification and equity bias, while managing roughly $425 million in client assets across several hundred accounts.

Robert Finn is a CFP® professional with five years of industry experience, currently serving at Beacon Light Wealth Management since 2025. Prior to this, he worked for Northwestern Mutual in multiple roles from 2019 to 2025. Beacon Light Wealth Management provides wealth management, investment management, retirement plan consulting, and financial planning services to individuals, families, and small businesses. The firm employs a goals-based approach with strategic, diversified asset allocation and tax-aware implementation, managing approximately $39.1 million on a discretionary basis.

Glen Rolofson is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds a Series 63 designation and has been with Compass Investments since 2007. Compass Investments serves a diverse client base including high net worth individuals, trusts, estates, charitable organizations, and professionals across various fields. The firm offers tailored asset management with a focus on individualized investment processes, combining fundamental and technical analysis alongside active and passive strategies, while emphasizing tax efficiency and intergenerational planning.

Evan Steinfeld is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at LiftPoint Family Wealth Advisors, LLC and also supports Allora Solutions, LLC by providing business analytics to assist medical device sales representatives. His prior experience includes roles at LPL Financial, Morgan Stanley, and NewEdge Advisors. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments, and coordinates planning with clients’ tax, estate, and insurance professionals.

Dennis Criteser is a financial advisor at Compass Investments LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bayside Financial, LLC since 1999. Outside of finance, he has been involved with the Blue Bear School of American Music since 1982. Compass Investments serves a diverse client base including high net worth individuals, trusts, charitable organizations, and professionals from various fields. The firm offers tailored asset management with an individualized investment process that combines fundamental and technical analysis, active and passive strategies, and emphasizes tax efficiency and account consolidation.

Ronald Heakins is a financial advisor with Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is the majority owner of Oakmont Investment Advisors, Inc., which operates as Oak Tree Investment Advisors, and has involvement in expert services through his companies R.E. Heakins Expert Services, Inc. and C.P.A.A + Inc. Oak Tree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of macroeconomic analysis, fundamental company research, technical indicators, and a distinctive weekly-rebalanced Zacks “Black Box” trading strategy, and may incorporate covered-call strategies for income.

Shane Galino is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His career includes roles at multiple firms such as Blackridge Asset Management and PNC Wealth Management. Outside his advisory work, he is a business owner of East Coast Sports Association, LLC. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm utilizes a combination of fundamental and technical analysis to manage diversified portfolios and employs Charles Schwab as its custodian.

Jaco Jordaan is a financial advisor at Riverchase Wealth Management, LLC with 26 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining Riverchase Wealth Management in 2024, he worked at Opus Financial Solutions LLC, Sanitas Wealth Management, LLC, and H.D. Vest Advisory Services. Riverchase Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm integrates tax preparation and IRS representation services alongside its advisory offerings and manages portfolios using diversified, tax-efficient strategies tailored to client objectives.

Samuel Kramer is the sole advisor at Kramer Fiduciary Services in Pittsburgh, PA, with 30 years of experience at the firm. He holds credentials as a CPA and provides financial planning, investment consultation, and income tax preparation. Kramer Fiduciary Services serves a limited number of individual investors, trusts, estates, and businesses, focusing on education, written asset allocation reports, and consultation with a long-term, tax-efficient investment approach. The firm combines CPA and registered investment adviser roles, offering fee structures based on consultation and hourly engagements rather than asset-based fees.

Christopher Kirkwood is a CFP® professional with 10 years of industry experience. He is currently with Beacon Light Wealth Management and previously spent a decade with Northwestern Mutual in various roles across wealth management, investment services, and life insurance. Beacon Light Wealth Management provides goals-based wealth management and financial planning services to individuals, families, and small businesses. The firm emphasizes a written investment plan with a strategic active/passive asset allocation approach, primarily using ETFs and mutual funds, along with tax-aware investment strategies.

Eugene Root III is a CFP® with two years of experience at Templeton Financial Planning and additional prior experience spanning over two decades at his own practice and other firms. He holds a Series 63 license and is based in Pittsburgh, PA. Templeton Financial Planning serves individuals and families with comprehensive, fee-only financial planning services including investment advice, tax planning, and estate reviews. The firm works with a small client base, emphasizes tax-related services, and typically provides investment recommendations on a non-discretionary basis using primarily indexed strategies and no-load funds.

Hayden Gaus is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Beacon Light Wealth Management and previously held roles at Northwestern Mutual Wealth Management Co and related entities from 2018 to 2025. Prior to his financial industry career, he worked at the Wheeling YMCA for two years. Beacon Light Wealth Management provides wealth management and financial planning services to individuals, families, and small businesses. The firm uses a goals-based approach with strategic, diversified asset allocation and emphasizes tax-aware implementation, managing approximately $39.1 million on a discretionary basis.

Christian Halas is a financial advisor with Venn Wealth & Benefit Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Venn Wealth since 2006 and also owns Halas Consulting, a separate business offering insurance planning and tax preparation. Additionally, Mr. Halas has provided fitness training to individuals for over 10 years on a part-time basis. Venn Wealth & Benefit Services is an independent, fee-based Pennsylvania registered investment adviser serving individuals, trusts, and ERISA-qualified plans. The firm manages discretionary and non-discretionary portfolios using unified managed accounts, model allocations, and third-party managers, while also offering ERISA fiduciary services to plan sponsors.

Ryan Naugle is a CFP® with 25 years of industry experience. He is affiliated with Advice & Planning Services LLC, where he has worked since 2016. Prior to this, he spent time with Purshe Kaplan Sterling Investments. Additionally, he holds a role as a licensed insurance broker through Ash Brokerage, offering clients life, disability, and long-term care coverage as needed. Advice & Planning Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth investors. The firm manages approximately $187 million in assets and employs a long-term trading approach using model portfolios and various analytical techniques, mainly recommending ETFs and conducting regular account reviews.

Elizabeth Urish is a financial advisor at Steel Tower Investments with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Up Strategic Wealth Investment Advisors, LLC since 2013. Steel Tower Investments provides discretionary and non-discretionary investment management, financial planning, and pension consulting for individuals, trusts, estates, corporations, retirement plans, and municipal entities. The firm offers customized portfolios and model portfolios with access to various investment vehicles and supports institutional and offshore accounts, managing approximately $258.6 million for a small client base with a team of four advisors.

Nicole Cosnotti is a financial advisor at Atmos Advisory, LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Atmos Advisory since 2015. Prior to that, she worked at Gateway Financial Group and M Holdings Securities, Inc. Cosnotti is also a Pennsylvania notary public. Atmos Advisory serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets, focusing on ETF-based asset-allocation models guided by modern portfolio theory, with an emphasis on diversification, tax efficiency, and tailored risk tolerance.

Kevin Siebert is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Atmos Advisory, LLC, where he has worked since 2012, and has prior experience at UBS/The LRM Group and The Leaders Group, Inc. Outside of advisory work, he dedicates time as an insurance producer identifying potential clients. Atmos Advisory, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $149 million in discretionary assets using ETF-based, diversified portfolios guided by modern portfolio theory and tailors allocations to client risk tolerance and time horizon.

Cameron Tobias is a financial advisor with Chapel Hill Investment Analysts Inc. He holds a Series 65 designation and has five years of industry experience. Prior to joining the firm, he worked in the automotive sector at Acent Auto and Malinish Auto Wrecking. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach with diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with accounting firms, law firms, and insurance providers.